Automated linking of sales/supplier invoices - can we stop customers turning this on?
Hi, We have suddenly realised that if some of our clients are also using MYOB, they will probably be seeing the option to link our invoices to their system. Is there a way to disable this from our end? If not, what information do they see? Do they only see the information that is visible on the invoice template we use to send the invoice to them? Or will they see it based on the default template linked to their card? Or, worst case scenario, will they see the information exactly as it is typed into our file? We allocate the income across a number of different general ledger codes on the invoice and use the comment field as the description on one of our templates. We do not provide this breakdown to the customer and our invoice template is set up to only show the total value of the sale. We often also have random text type in there for our internal use only, which we would not want the customer to see. We would prefer to continue using the "send emails from accountright" option rather than individual users' outlook files but that might change depending on the answer to this question! Thanks.Solved2.5KViews0likes7Comments